SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for IWM

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 22.9K shares with a market value of $5.7M. It started holding IWM on 2024-09-30. At its peak, it held 26.7K shares on 2024-09-30. Its highest holding value was $5.9M on 2024-09-30. At its lowest, it held 22.9K shares on 2026-03-31, with a value of $5.1M on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 560. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 3.7K.